We can data source when creating a Dunning template using the free maker, Several invoice fields are available and we can source these data into the template. To identify invoice fields for inclusion in dunning templates: If you are an administrator, go to Setup > Dunning > Email Template Invoice Fields.If you are using other… Continue reading Identify invoice fields for Dunning Templates
Tag: Dunning Templates
Installing Dunning Bundle & Prerequisites
To install the Dunning Letters SuiteApp: Go to Customization > SuiteBundler > Search and Install Bundles. In the Keywords field, enter the bundle ID, 392827. Click Search. Click the Dunning Letters SuiteApp link in the Name column. On the Bundle Details page, click Install. Prerequisites for Dunning Before installing the Dunning Letters SuiteApp, check the following features are also enabled in your NetSuite… Continue reading Installing Dunning Bundle & Prerequisites
Workflow Failure : Dunning
Issue Client having an issue with their existing workflow and an error message is like “This email notifies you of errors which occurred within asynchronous processing of a workflow that you own. For more information about these types of emails, please refer to the following page in Help Center: SuiteFlow (Workflow) > Testing and Troubleshooting… Continue reading Workflow Failure : Dunning
Dunning Invoice Number Proposal
Compusoft AS have set up Dunning and are sending dunning letters which have been customised. They would now like to change the Invoice Number that is sent on the custom dunning letters. Requirement The requirement is to populate the Invoice Number on the Dunning letter. If the Subsidiary is running on the legacy system ,… Continue reading Dunning Invoice Number Proposal
Dunning Letter Updates Proposal
The proposal details the new updates that should be done on the Dunning email templates. Requirement Add the email signature below (including the disclaimer) to all their dunning letters. They have 5 dunning letters for the UK and 5 dunning letters for the US. There are few more updates required by SmartSearch: Dunning letters for… Continue reading Dunning Letter Updates Proposal